Smith Financial Services Inc
4.8
Tax preparation, bookkeeping, payroll, and accounting services for individuals and businesses.
About
Smith Financial Services, Inc. is dedicated to providing personalized quality service through a wide range of financial services including tax preparation, estate & trust tax preparation, tax planning, IRS representation, payroll services, sales tax services, bookkeeping/write-up, accounting services, estate planning, business succession planning, and business entity selection. The firm emphasizes close, personal attention and continuous professional education to ensure excellence in client service.
Services
Tax Preparation
Accurately and efficiently prepares returns for various entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Estate & Trust Tax Preparation
Facilitates the orderly transfer of assets to beneficiaries, reducing or eliminating tax due on transfers of business and other assets.
Tax Planning
Integrates tax planning into overall business strategy to minimize current and future tax liabilities.
IRS Representation
Ensures proper representation before federal and state tax agencies during audits or disputes.
Payroll Services
Assists businesses in implementing reliable payroll systems and preparing payroll tax returns.
Sales Tax Services
Compiles information and prepares sales tax returns for clients operating in multiple jurisdictions.
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